The Connected Experience Layer turns raw activity into a coherent story. It links conversations, metrics, and deliverables so teams, clients, and executives always understand the "why" behind each update.
Narrative-driven collaboration
Timeline, activity, and communication data live side by side, giving everyone instant context without digging through apps.
Layer Components
- Shared activity stream capturing decisions, uploads, approvals, and comments.
- Timeline views that blend qualitative updates with quantitative progress metrics.
- AI summaries that condense threads, highlight blockers, and recommend next-best actions.
How It Works
| Component | Purpose | Result |
|---|---|---|
| Activity Stream | Logs every meaningful change with attribution | Clear audit trail and context across teams |
| Timeline View | Visualizes milestones and momentum | Quick understanding of where a project stands |
| Insight Cards | Surfaces highlights, risks, and wins | Keeps leadership informed without manual reporting |
Collaboration Flow
Capture & Contextualize
Every comment, task change, and document upload is timestamped and associated with the relevant portal phase.
Summarize & Notify
AI generates digests after key updates or busy periods, ensuring no one misses critical information.
Drill Down
Stakeholders can open any entry to view related assets, AI agent transcripts, or decision rationale.
Best Practices
Configure Views by Role
Tailor dashboards for success managers, executives, and operations teams so each sees the right narrative.
Encourage In-Context Communication
Keep conversations within tasks and portals rather than external chat tools to preserve history.
Leverage AI Highlights
Share AI-generated summaries during standups or client calls to align on progress quickly.
Use Timelines During Reviews
Anchor QBRs or internal retrospectives around the connected timeline to showcase momentum and impact.
Benefits
- Aligned storytelling: Clients and teams reference the same source, reducing confusion.
- Faster decisions: Context is immediately available when addressing blockers or escalations.
- Executive clarity: Leaders see performance narratives without piecing together fragmented updates.
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